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Getting Started with the CCAT

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ALL key senior leaders and 1-3 board members. 3 organizational leaders are ... The survey is incompatible with Mozilla/ Firefox. Passwords are case-sensitive ... – PowerPoint PPT presentation

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Title: Getting Started with the CCAT


1
Getting Started with the CCAT
  • Org Lead Instructions

2
Org Lead Instructions
  • Step 1 Enter respondents
  • Step 2 Invite respondents
  • Step 3 Print/Collect/Enter Background Questions
  • Step 4 Take the survey

3
Step 1 Enter Respondents
  • ALL key senior leaders and 1-3 board members
  • 3 organizational leaders are required (minimum)
  • Key executive staff
  • Key management staff
  • Board members (one to three)
  • Senior volunteers (sometimes)
  • Most organizations have 5 to 10 respondents

4
Step 2 Invite Respondents
  • Use the system to email an invitation to take the
    survey
  • Each respondent receives a unique username and
    password (everyone needs their own)
  • Sometimes these emails end up in Spam folders.
    Please let your respondents know
  • You can add more people at any time

5
Step 3 Print/Collect/Enter Background Questions
  • Print the questions from the Org Lead website
  • Collect the background information
  • staff and roles for the last 3 years
  • and funders for the last 3 years
  • budget for the last 3 years
  • some history of the organization
  • Enter it
  • Org Lead enters it by default
  • Org Lead can also designate someone else to do it

6
Step 4 Take the Survey
  • Survey Tips
  • Use Internet Explorer or Netscape
  • The survey is incompatible with Mozilla/ Firefox
  • Passwords are case-sensitive
  • Watch 0s (zeros) and Os
  • Takes approximately 45-60 minutes
  • Skip questions that you dont have enough
    information to answer

7
Org Lead Final Steps
  • Make sure everyone takes it
  • People who have not taken it within a week will
    receive an automatic reminder
  • Log in to check number of responses, send
    individual reminders
  • After everyone takes it, the Org Lead receives an
    email with instructions for downloading the PDF
    report to share with stakeholders
  • Notes strengths and provides recommendations on
    areas of challenge
  • Capacity-building plan prioritized for
    lifecycle advancement
  • Comparative report is available (budget
    comparison included)
  • See a sample report at www.tccccat.com

8
For CCAT assistance
  • CCATHelp_at_tccgrp.com
  • 1-866-470-2258
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